No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| SUNTRUST BANKS, INC. TRUSTEE | Trustee (bank, trust company, or similar financial institution) Service code 21 | 303 PEACHTREE STREET, 15TH FLOOR ATLANTA, GA 30308 | $79K |
| HUNTER, MACLEAN, EXLEY & DUNN, P.C. OTHER | Other fees Service code 99 | 200 EAST ST JULIAN ST SAVANNAH, GA 31401 | $18K |
| TJS DEEMER DANA LLP AUDITOR | Accounting (including auditing) Service code 10 | PO BOX 9706 SAVANNAH GA SAVANNAH, GA 31412 | $6K |
| TD AMERITRADE, INC. BROKERAGE SERVICES | Securities brokerage Service code 33 | 200 S. 108TH AVENUE OMAHA, NE 68154 | $649 |
| TD AMERITARDE, INC. | Securities brokerage Service code 33 | — | $0 |
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 110 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 7 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 51 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 0 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 168 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(3 contracts, 3 carriers) | NORTHWESTERN MUTUAL | 7 | $28K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 7 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.